Chief Investment Officer, Funds and Portfolios

3 weeks ago

Dublin, Ohio, United States Meeder Investment Management Full time

Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.
The CIO, Funds and Portfolios will provide oversight of the investment processes for all tactical proprietary and non-proprietary investment products managed by the firm. This role will provide leadership, supervision, and development of tactically related investment department associates. The CIO, Funds and Portfolios will contribute to Meeder's growth through tactically related product development, thought leadership, participation in client meetings, conferences and due diligences, and macro-and micro-firm strategy.
Primary Responsibilities
Oversee all tactical aspects of proprietary and non-proprietary mutual funds and portfolios
Manage all individual stock selections for mutual funds and SMID portfolios
Direct the selection of ETFs for all tactical mutual funds and non-proprietary portfolios
Oversee the development, enhancement, and review of all quantitative models and factor-related decisions, including our tactical asset allocation model (TAM) and growth vs. value and international decisions
Analyze and monitor critical macroeconomic issues for their potential impact on investment portfolios
Participate in the firm's client communication process, including written, verbal, and multimedia reports covering portfolio performance, capital markets, and macroeconomic analysis, periodic travel to conferences and client events
Interface with Meeder Advisor Consulting and Wealth Management teams regarding capital markets updates, changes to investment processes, and responding to questions for the marketplace
Participate in new firm business development initiatives, including due diligence reviews and other client meetings as requested
Foster ideas for investment product development
Leadership of all tactical Investment Department associates including Director of Research, all tactical-related Portfolio Managers and Analysts and the Advisory Consulting Portfolio Management Team
Participate as requested in certain Executive Team meetings
Involvement in applicable high-level initiatives, resource decisions and acquisitions
Manage relevant responsibilities of long-term and short-term initiatives established by Executive Team
Participation in quarterly Meeder Funds Board meetings, as necessary Critical Success Factors
Critical Success Factors Strong experience leading and developing a team of investment professionals.
Background in quantitative management of tactical investment portfolios, including factor research and risk model interpretation.
In depth and current knowledge of macroeconomic environment, and an understanding of how economic variables impact portfolio risk exposures.
Excellent presentations skills along with the ability to articulate complex finance and mathematical concepts in verbal and written form.
Strong organization and time management skills with ability to multi-task.
Excellent problem-solving skills and ability to find "outside the box" solutions.
Skills Required Bachelor's degree required in Finance, Economics, Statistics, or other technical degree. Master's degree preferred.
Professional designation or advanced degree such as CFA, CMT, MBA, etc.
Minimum 15 years of multi-asset class experience in an investment-related capacity, including senior investment leadership and management experience.
Strong knowledge base with portfolio management software applications, including Bloomberg, S&P Capital IQ, and risk model software.

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